LeadConnector + SmartMatchApp
LeadConnector + SmartMatchApp
LeadConnector + SmartMatchApp integrations
Update clients in SmartMatchApp when stages change in LeadConnector
When a lead changes stages in LeadConnector, this workflow immediately updates or creates a new client in SmartMatchApp. This streamlines your process, ensuring that client information stays consistent across both platforms. Now, tracking the lead progression and managing client details is error-free and efficient.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update ClientCreate or Update a client.
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More things you can do with LeadConnector and SmartMatchApp
Discover other triggers and actions you can use with LeadConnector and SmartMatchApp
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- ObjectRequired
Try ItTriggerInstant
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite- Create Client (Deprecated)
Creates a new client. Please use "Create or Update Client" instead.
ActionWrite
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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About SmartMatchApp
SmartMatchApp is a matchmaking and membership CRM to organize and optimize the process of matching, introducing, and connecting people.
Related categories
Similar apps
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier